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Rinet Company’s Vanguard Small-Cap ETF VB Stock Holding History

Rinet Company’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$847K Hold
3,875
– – 0.16% 43
2021
Q2 		$873K Hold
3,875
– – 0.16% 41
2021
Q1 		$830K Buy
+3,875
New +$816K 0.17% 39

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UBS Group
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Bank of New York Mellon
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rinet Company's VB Position: Q3 2021 in Review

Rinet Company held its Vanguard Small-Cap ETF (VB) position steady in Q3 2021 at 3,875 shares worth $847K. The position accounts for 0.16% of the portfolio, ranked #43.

Rinet Company first reported a position in VB in Q1 2021 and has held it in 3 quarters since. The position peaked at $873K in Q2 2021. 1,403 funds tracked by Wall St. Rank hold VB as of Q3 2021.

  • Rinet Company held 3,875 shares of Vanguard Small-Cap ETF worth $847K as of Q3 2021.
  • Rinet Company left its Vanguard Small-Cap ETF share count unchanged in Q3 2021.
  • Vanguard Small-Cap ETF made up 0.16% of Rinet Company's portfolio in Q3 2021, its #43 holding.
  • Rinet Company first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • Rinet Company's Vanguard Small-Cap ETF position peaked at $873K in Q2 2021.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.